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Ozer Features

The Workspace OS, feature by feature

Planner, pipeline, invoices, activity tracking, meetings, and more — one system so a small studio does not need seven tools and Zapier.

Today's plan

09:00

Deep work — Acme proposal

11:30

Client call prep

14:00

Review portal feedback

Planner

Today’s work, pulled from real projects and deadlines.

See Planner

Inbox with context

Acme Co

Re: March deliverables

2 action items

North Lane

Invoice question

Draft ready
AI draft with project context

Email Assistant

Inbox replies and tasks, with client context attached.

See Email Assistant

Client kickoff

Ozer Assistant · macOS

Recording

Transcript

You

Phase one scope by Friday…

Client

Can we add the portal mockups?

Tasks

Send proposal by Friday

Add portal mockups to scope

Schedule follow-up call

Desktop Assistant

Native macOS app · Download for Mac

Mac app: meetings, dictation, and activity tracking — tasks and follow-ups without a separate stack.

See Desktop Assistant

Dictation

fn

Speaking into any app…

Hi Sarah — thanks for the brief. I'll send the updated proposal by Friday with the portal mockups included.

PunctuationGrammarPaste anywhere

Dictation

Included in Ozer Assistant for Mac

Press fn, speak, get clean text in any Mac app.

See Dictation

Activity

Mon 30 Jun – Today

Today

2h 18m

Selected range

14h 06m

F

Figma

Acme Studio · Acme homepage

1h 40m
G

github.com

3 sessions

Acme Studio · 3 sessions grouped

52m
C

Cursor

Unassigned · Portal API

38m

Activity tracking

Included in Ozer Assistant for Mac

See where studio time goes — assign blocks to clients and projects.

See Activity tracking

Pipeline

Lead

4

Proposal

2

Won

1

Pipeline

Leads to projects — win once, never re-enter.

See Pipeline

Active projects

Timeline

Acme rebrand

Design

North Lane site

Build

Project Management

Jobs, phases, and timelines on the client record.

See Project Management

All tasks

Send proposal revision

Acme

Urgent

Review portal mockups

North Lane

School run prep

Personal

Tasks

One task list across workspaces, linked to real work.

See Tasks

Contracts

Acme SOW — Phase 1

Signed

North Lane retainer

Sent

Contracts

Send and track contracts on the client and job.

See Contracts

Monthly close

Reconcile bank feed

Chase outstanding invoices

File contractor expenses

2 of 3 complete

SOPs

Playbooks your team runs — not PDFs nobody opens.

See SOPs

Acme client portal

Brand guidelines.pdf

Ready for review

Homepage v3

Ready for review

Invoice #1042

Ready for review

Synced with project

Client Portals

Branded client spaces that stay on the project.

See Client Portals

From project

Invoice · Acme rebrand

£2,400

Client details pre-filled from project

Invoicing

Raise invoices from the project. Chase what is unpaid.

See Invoicing

Revenue overview

This month

£8.2k

Outstanding

£1.4k

FreeAgent synced

Finances

FreeAgent sync for UK books

What you earned, what is owed — optional FreeAgent sync.

See Finances

Acme rebrand project

Portal looks great — approve v3?

Approved. Please send the invoice.

Thread saved to project record

Messaging

Client and team chat on the project — not WhatsApp.

See Messaging

Project notes

Acme kickoff

  • • Launch date: 14 March
  • • Portal mockups in phase two
  • • Weekly check-in Thursdays

Notes

Notes on the client or project they belong to.

See Notes

Ask your second brain

What did we agree with Acme on launch?

Launch is 14 March — from kickoff transcript and follow-up email.

Second Brain

Ask what you agreed — answers cite meetings and mail.

See Second Brain